FMSDX Mutual Fund
FMSDX Mutual Fund
NAV$16.20
Fidelity Advisor Multi-Asset Income Fund
Holdings288
See how much of FMSDX you already own
FMSDX Mutual Fund Overlap Analysis
FMSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 288 holdings, FMSDX may share significant positions with broad-market funds.
FMSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMSDX tax-loss harvesting finds highly correlated but non-identical funds.